.. _install:

===================================================================
Install the Container Infrastructure Management service from source
===================================================================

Install and configure
~~~~~~~~~~~~~~~~~~~~~

This section describes how to install and configure the Container
Infrastructure Management service, code-named magnum, on the controller node.

This section assumes that you already have a working OpenStack environment with
at least the following components installed: Identity service, Image service,
Compute service, Networking service, Block Storage service and Orchestration
service. See `OpenStack Install Guides <http://docs.openstack.org/
#install-guides>`__.

To provide access to Docker Swarm or Kubernetes using the native clients
(docker or kubectl respectively) magnum uses TLS certificates. To store the
certificates, it is recommended to use the `Key Manager service, code-named
barbican <http://docs.openstack.org/project-install-guide/key-manager/
draft/>`__, or you can save them in magnum's database.

Optionally, you can install the following components:

- `Load Balancer as a Service (LBaaS v2) <http://docs.openstack.org/
  networking-guide/config-lbaas.html>`__ to create clusters with multiple
  masters
- `Bare Metal service <http://docs.openstack.org/project-install-guide/
  baremetal/draft/>`__ to create baremetal clusters
- `Object Storage service <http://docs.openstack.org/project-install-guide/
  object-storage/draft/>`__ to make private Docker registries available to
  users
- `Telemetry Data Collection service <http://docs.openstack.org/
  project-install-guide/telemetry/draft/>`__ to periodically send
  magnum-related metrics

.. important::

   Magnum creates clusters of compute instances on the Compute service (nova).
   These instances must have basic Internet connectivity and must be able to
   reach magnum's API server. Make sure that the Compute and Network services
   are configured accordingly.

Prerequisites
-------------

Before you install and configure the Container Infrastructure Management
service, you must create a database, service credentials, and API endpoints.

#. To create the database, complete these steps:

   * Use the database access client to connect to the database
     server as the ``root`` user:

     .. code-block:: console

        $ mysql -u root -p

   * Create the ``magnum`` database:

     .. code-block:: console

        CREATE DATABASE magnum;

   * Grant proper access to the ``magnum`` database:

     .. code-block:: console

        GRANT ALL PRIVILEGES ON magnum.* TO 'magnum'@'controller' \
          IDENTIFIED BY 'MAGNUM_DBPASS';
        GRANT ALL PRIVILEGES ON magnum.* TO 'magnum'@'%' \
          IDENTIFIED BY 'MAGNUM_DBPASS';

     Replace ``MAGNUM_DBPASS`` with a suitable password.

   * Exit the database access client.

#. Source the ``admin`` credentials to gain access to
   admin-only CLI commands:

   .. code-block:: console

      $ . admin-openrc

#. To create the service credentials, complete these steps:

   * Create the ``magnum`` user:

     .. code-block:: console


        $ openstack user create --domain default \
          --password-prompt magnum
        User Password:
        Repeat User Password:
        +-----------+----------------------------------+
        | Field     | Value                            |
        +-----------+----------------------------------+
        | domain_id | default                          |
        | enabled   | True                             |
        | id        | a8ebafc275c54d389dfc1bff8b4fe286 |
        | name      | magnum                           |
        +-----------+----------------------------------+

   * Add the ``admin`` role to the ``magnum`` user:

     .. code-block:: console

        $ openstack role add --project service --user magnum admin

     .. note::

        This command provides no output.

   * Create the ``magnum`` service entity:

     .. code-block:: console

        $ openstack service create --name magnum \
          --description "OpenStack Container Infrastructure Management Service" \
          container-infra
        +-------------+-------------------------------------------------------+
        | Field       | Value                                                 |
        +-------------+-------------------------------------------------------+
        | description | OpenStack Container Infrastructure Management Service |
        | enabled     | True                                                  |
        | id          | 194faf83e8fd4e028e5ff75d3d8d0df2                      |
        | name        | magnum                                                |
        | type        | container-infra                                       |
        +-------------+-------------------------------------------------------+

#. Create the Container Infrastructure Management service API endpoints:

   .. code-block:: console

      $ openstack endpoint create --region RegionOne \
        container-infra public http://CONTROLLER_IP:9511/v1
      +--------------+----------------------------------+
      | Field        | Value                            |
      +--------------+----------------------------------+
      | enabled      | True                             |
      | id           | cb137e6366ad495bb521cfe92d8b8858 |
      | interface    | public                           |
      | region       | RegionOne                        |
      | region_id    | RegionOne                        |
      | service_id   | 0f7f62a1f1a247d2a4cb237642814d0e |
      | service_name | magnum                           |
      | service_type | container-infra                  |
      | url          | http://CONTROLLER_IP:9511/v1     |
      +--------------+----------------------------------+

      $ openstack endpoint create --region RegionOne \
        container-infra internal http://CONTROLLER_IP:9511/v1
      +--------------+----------------------------------+
      | Field        | Value                            |
      +--------------+----------------------------------+
      | enabled      | True                             |
      | id           | 17cbc3b6f51449a0a818118d6d62868d |
      | interface    | internal                         |
      | region       | RegionOne                        |
      | region_id    | RegionOne                        |
      | service_id   | 0f7f62a1f1a247d2a4cb237642814d0e |
      | service_name | magnum                           |
      | service_type | container-infra                  |
      | url          | http://CONTROLLER_IP:9511/v1     |
      +--------------+----------------------------------+

      $ openstack endpoint create --region RegionOne \
        container-infra admin http://CONTROLLER_IP:9511/v1
      +--------------+----------------------------------+
      | Field        | Value                            |
      +--------------+----------------------------------+
      | enabled      | True                             |
      | id           | 30f8888e6b6646d7b5cd14354c95a684 |
      | interface    | admin                            |
      | region       | RegionOne                        |
      | region_id    | RegionOne                        |
      | service_id   | 0f7f62a1f1a247d2a4cb237642814d0e |
      | service_name | magnum                           |
      | service_type | container-infra                  |
      | url          | http://CONTROLLER_IP:9511/v1     |
      +--------------+----------------------------------+

   Replace ``CONTROLLER_IP`` with the IP magnum listens to. Alternatively,
   you can use a hostname which is reachable by the Compute instances.

#. Magnum requires additional information in the Identity service to
   manage clusters. To add this information, complete these steps:

   * Create the ``magnum`` domain that contains projects and users:

     .. code-block:: console

        $ openstack domain create --description "Owns users and projects \
          created by magnum" magnum
          +-------------+-------------------------------------------+
          | Field       | Value                                     |
          +-------------+-------------------------------------------+
          | description | Owns users and projects created by magnum |
          | enabled     | True                                      |
          | id          | 66e0469de9c04eda9bc368e001676d20          |
          | name        | magnum                                    |
          +-------------+-------------------------------------------+

   * Create the ``magnum_domain_admin`` user to manage projects and users
     in the ``magnum`` domain:

     .. code-block:: console

        $ openstack user create --domain magnum --password-prompt \
          magnum_domain_admin
          User Password:
          Repeat User Password:
          +-----------+----------------------------------+
          | Field     | Value                            |
          +-----------+----------------------------------+
          | domain_id | 66e0469de9c04eda9bc368e001676d20 |
          | enabled   | True                             |
          | id        | 529b81cf35094beb9784c6d06c090c2b |
          | name      | magnum_domain_admin              |
          +-----------+----------------------------------+

   * Add the ``admin`` role to the ``magnum_domain_admin`` user in the
     ``magnum`` domain to enable administrative management privileges
     by the ``magnum_domain_admin`` user:

     .. code-block:: console

        $ openstack role add --domain magnum --user magnum_domain_admin admin

     .. note::

        This command provides no output.

Install and configure components
--------------------------------

#. Install OS-specific prerequisites:

   * Ubuntu 14.04 (trusty) or higher, Debian 8:

     .. code-block:: console

        # apt-get update
        # apt-get install python-dev libssl-dev libxml2-dev \
                          libmysqlclient-dev libxslt-dev libpq-dev git \
                          libffi-dev gettext build-essential

   * Fedora 21 / Centos 7 / RHEL 7

     .. code-block:: console

        # yum install python-devel openssl-devel mysql-devel \
                      libxml2-devel libxslt-devel postgresql-devel git \
                      libffi-devel gettext gcc

   * Fedora 22 or higher

     .. code-block:: console

        # dnf install python-devel openssl-devel mysql-devel \
                      libxml2-devel libxslt-devel postgresql-devel git \
                      libffi-devel gettext gcc

   * openSUSE Leap 42.1

     .. code-block:: console

        # zypper install git libffi-devel libmysqlclient-devel \
                         libopenssl-devel libxml2-devel libxslt-devel \
                         postgresql-devel python-devel gettext-runtime gcc

2. Create magnum user and necessary directories:

   * Create user:

     .. code-block:: console

        # groupadd --system magnum
        # useradd --home-dir "/var/lib/magnum" \
              --create-home \
              --system \
              --shell /bin/false \
              -g magnum \
              magnum

   * Create directories:

     .. code-block:: console

        # mkdir -p /var/log/magnum
        # mkdir -p /etc/magnum

   * Set ownership to directories:

     .. code-block:: console

        # chown magnum:magnum /var/log/magnum
        # chown magnum:magnum /var/lib/magnum
        # chown magnum:magnum /etc/magnum

3. Install virtualenv and python prerequisites:

   * Install virtualenv and create one for magnum's installation:

     .. code-block:: console

        # easy_install -U virtualenv
        # su -s /bin/sh -c "virtualenv /var/lib/magnum/env" magnum

   * Install python prerequisites:

     .. code-block:: console

        # su -s /bin/sh -c "/var/lib/magnum/env/bin/pip install tox pymysql \
          python-memcached" magnum

4. Clone and install magnum:

   .. code-block:: console

      # cd /var/lib/magnum
      # git clone https://git.openstack.org/openstack/magnum.git
      # chown -R magnum:magnum magnum
      # cd magnum
      # su -s /bin/sh -c "/var/lib/magnum/env/bin/pip install -r requirements.txt" magnum
      # su -s /bin/sh -c "/var/lib/magnum/env/bin/python setup.py install" magnum

5. Copy policy.json and api-paste.ini:

   .. code-block:: console

      # su -s /bin/sh -c "cp etc/magnum/policy.json /etc/magnum" magnum
      # su -s /bin/sh -c "cp etc/magnum/api-paste.ini /etc/magnum" magnum

6. Generate a sample configuration file:

   .. code-block:: console

      # su -s /bin/sh -c "/var/lib/magnum/env/bin/tox -e genconfig" magnum
      # su -s /bin/sh -c "cp etc/magnum/magnum.conf.sample \
        /etc/magnum/magnum.conf" magnum

7. Edit the ``/etc/magnum/magnum.conf``:

   * In the ``[api]`` section, configure the host:

     .. code-block:: ini

        [api]
        ...
        host = CONTROLLER_IP

     Replace ``CONTROLLER_IP`` with the IP address on which you wish magnum api
     should listen.

   * In the ``[certificates]`` section, select ``barbican`` (or ``local`` if
     you don't have barbican installed):

     * Use barbican to store certificates:

       .. code-block:: ini

          [certificates]
          ...
          cert_manager_type = barbican

     .. important::

       Barbican is recommended for production environments, local store should
       be used for evaluation purposes.

     * To use local store for certificates, you have to create and specify the
       directory to use:

       .. code-block:: console

          # su -s /bin/sh -c  "mkdir -p /var/lib/magnum/certificates/" magnum

       .. code-block:: ini

          [certificates]
          ...
          cert_manager_type = local
          storage_path = /var/lib/magnum/certificates/

   * In the ``[cinder_client]`` section, configure the region name:

     .. code-block:: ini

        [cinder_client]
        ...
        region_name = RegionOne

   * In the ``[database]`` section, configure database access:

     .. code-block:: ini

        [database]
        ...
        connection = mysql+pymysql://magnum:MAGNUM_DBPASS@controller/magnum

     Replace ``MAGNUM_DBPASS`` with the password you chose for
     the magnum database.

   * In the ``[keystone_authtoken]`` and ``trust`` sections, configure
     Identity service access:

     .. code-block:: ini

        [keystone_authtoken]
        ...
        memcached_servers = controller:11211
        auth_version = v3
        auth_uri = http://controller:5000/v3
        project_domain_name = default
        project_name = service
        user_domain_name = default
        password = MAGNUM_PASS
        username = magnum
        auth_url = http://controller:35357
        auth_type = password

        [trust]
        ...
        trustee_domain_name = magnum
        trustee_domain_admin_name = magnum_domain_admin
        trustee_domain_admin_password = DOMAIN_ADMIN_PASS

     ``trustee_domain_name`` is the name of the ``magnum`` domain and
     ``trustee_domain_admin_name`` is the name of the ``magnum_domain_admin``
     user. Replace MAGNUM_PASS with the password you chose for the magnum user in the
     Identity service and DOMAIN_ADMIN_PASS with the password you chose for the
     ``magnum_domain_admin`` user.

   * In the ``[oslo_concurrency]`` section, configure the ``lock_path``:

     .. code-block:: ini

        [oslo_concurrency]
        ...
        lock_path = /var/lib/magnum/tmp

   * In the ``[oslo_messaging_notifications]`` section, configure the
     ``driver``:

     .. code-block:: ini

        [oslo_messaging_notifications]
        ...
        driver = messaging

   * In the ``[oslo_messaging_rabbit]`` section, configure RabbitMQ message
     queue access:

     .. code-block:: ini

        [oslo_messaging_rabbit]
        ...
        rabbit_host = controller
        rabbit_userid = openstack
        rabbit_password = RABBIT_PASS

     Replace RABBIT_PASS with the password you chose for the openstack account
     in RabbitMQ.

   .. note::

      Make sure that ``/etc/magnum/magnum.conf`` still have the correct
      permissions. You can set the permissions again with:

      # chown magnum:magnum /etc/magnum/magnum.conf

8. Populate Magnum database:

   .. code-block:: console

      # su -s /bin/sh -c "/var/lib/magnum/env/bin/magnum-db-manage upgrade" magnum

9. Set magnum for log rotation:

   .. code-block:: console

      # cd /var/lib/magnum/magnum
      # cp doc/examples/etc/logrotate.d/magnum.logrotate /etc/logrotate.d/magnum

Finalize installation
---------------------

#. Create init scripts and services:

   * Ubuntu 14.04 (trusty):

     .. code-block:: console

        # cd /var/lib/magnum/magnum
        # cp doc/examples/etc/init/magnum-api.conf \
          /etc/init/magnum-api.conf
        # cp doc/examples/etc/init/magnum-conductor.conf \
          /etc/init/magnum-conductor.conf

   * Ubuntu 14.10 or higher, Fedora 21 or higher/RHEL 7/CentOS 7,  openSUSE
     Leap 42.1 or Debian 8:

     .. code-block:: console

        # cd /var/lib/magnum/magnum
        # cp doc/examples/etc/systemd/system/magnum-api.service \
          /etc/systemd/system/magnum-api.service
        # cp doc/examples/etc/systemd/system/magnum-conductor.service \
          /etc/systemd/system/magnum-conductor.service

#. Start magnum-api and magnum-conductor:

   * Ubuntu 14.04 (trusty):

     .. code-block:: console

        # start magnum-api
        # start magnum-conductor

   * Ubuntu 14.10 or higher, Fedora 21 or higher/RHEL 7/CentOS 7,  openSUSE
     Leap 42.1 or Debian 8:

     .. code-block:: console

        # systemctl enable magnum-api
        # systemctl enable magnum-conductor

     .. code-block:: console

        # systemctl start magnum-api
        # systemctl start magnum-conductor

#. Verify that magnum-api and magnum-conductor services are running:

   * Ubuntu 14.04 (trusty):

     .. code-block:: console

        # status magnum-api
        # status magnum-conductor

   * Ubuntu 14.10 or higher, Fedora 21 or higher/RHEL 7/CentOS 7,  openSUSE
     Leap 42.1 or Debian 8:

     .. code-block:: console

        # systemctl status magnum-api
        # systemctl status magnum-conductor

Install the command-line client
-------------------------------

#. Install OS-specific prerequisites:

   * Fedora 21/RHEL 7/CentOS 7

     .. code-block:: console

        # yum install python-devel openssl-devel python-virtualenv \
                      libffi-devel git gcc

   * Fedora 22 or higher

     .. code-block:: console

        # dnf install python-devel openssl-devel python-virtualenv \
                      libffi-devel git gcc

   * Ubuntu/Debian

     .. code-block:: console

        # apt-get update
        # apt-get install python-dev libssl-dev python-virtualenv \
                          libffi-dev git gcc

   * openSUSE Leap 42.1

     .. code-block:: console

        # zypper install python-devel libopenssl-devel python-virtualenv \
                         libffi-devel git gcc

#. Install the client in a virtual environment:

   .. code-block:: console

      $ cd ~
      $ git clone https://git.openstack.org/openstack/python-magnumclient.git
      $ cd python-magnumclient
      $ virtualenv .magnumclient-env
      $ .magnumclient-env/bin/pip install -r requirements.txt
      $ .magnumclient-env/bin/python setup.py install

#. Now, you can export the client in your PATH:

   .. code-block:: console

      $ export PATH=$PATH:${PWD}/.magnumclient-env/bin/magnum

   .. note::

      The command-line client can be installed on the controller node or
      on a different host than the service. It is good practice to install it
      as a non-root user.

Next Steps
----------

Since you have the Container Infrastructure Management service running, you
can `Verify Operation <http://docs.openstack.org/project-install-guide/
container-infrastructure-management/draft/verify.html>`__ and `Launch an
instance <http://docs.openstack.org/project-install-guide/
container-infrastructure-management/draft/launch-instance.html>`__.
